Market Overview - The Shanghai Composite Index fell by 1.18% to close at 3573.21 points, with a daily high of 3606.37 points [1] - The Shenzhen Component Index decreased by 1.73% to 11009.77 points, reaching a maximum of 11223.64 points [1] - The ChiNext Index dropped by 1.66% to 2328.31 points, with a peak of 2394.22 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 19784.97 billion yuan, with a financing balance of 19646.98 billion yuan and a securities lending balance of 137.99 billion yuan [2] - The margin trading and securities lending balance increased by 0.9 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 10106.42 billion yuan, decreasing by 5.54 billion yuan from the previous day, while the Shenzhen market's balance was 9678.55 billion yuan, increasing by 6.45 billion yuan [2] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - Xinyi Technology (300502.SZ) with 23.63 billion yuan - Zhongji Xuchuang (300308.SZ) with 20.8 billion yuan - Shenghong Technology (300476.SZ) with 17.1 billion yuan [3] Fund Issuance - Two new funds were launched: Huafu Medical Innovation Mixed Initiation A and Huafu Medical Innovation Mixed Initiation C [4] Top Net Buying by Brokerage Firms - The top ten net buying amounts by brokerage firms were: - Nord Shares (600110.SH) with 422.75 million yuan - Great Wall Military Industry (601606.SH) with 385.34 million yuan - Yidian Tianxia (301171.SZ) with 375.30 million yuan [6][7]

Group 1 - The core point of the news is that *ST Guangdao (839680) experienced a significant stock price increase of 29.94% on July 31, 2025, leading to its appearance on the trading leaderboard [1][3] - The total trading volume for *ST Guangdao on that day was 24.21 million shares, with a total transaction value of 231 million yuan [1][3] - The top buying seat was from Caitong Securities Co., Ltd. with a purchase amount of approximately 3.29 million yuan, while the top selling seat was from Ping An Securities Co., Ltd. with a selling amount of approximately 2.07 million yuan [2][3] Group 2 - The trading data shows that multiple securities firms participated in the buying and selling of *ST Guangdao shares, with significant amounts traded by various branches of Dongfang Caifu Securities [2] - The buying and selling activities indicate a strong interest in *ST Guangdao, as evidenced by the high trading volume and price movement [1][2]

2025年7月31日盘后数据显示，新恒汇因日换手率超过30%登上龙虎榜。公开信息显示，当日买入金额 前五名中，三家机构专用席位现身，分别占据榜单前三位置。海通证券新余劳动南路营业部及平安证券 深圳深南东路罗湖商务中心营业部紧随其后，这两家营业部在短线交易领域具有较高市场关注度。 作者：A股君 风险提示：证券市场存在不确定性，龙虎榜数据仅为历史交易记录，不构成投资建议。投资者应注意市 场波动风险，审慎做出独立判断。 本文源自：金融界 卖方阵营同样出现机构身影，四家机构专用席位包揽卖出金额前五中的四个位置。值得关注的是，中国 国际金融上海分公司席位出现在卖四位置，该席位因多次参与热门股交易被市场熟知。数据显示，该席 位近三个月上榜次数达288次，在活跃度方面表现突出。 根据统计，新恒汇近一个月内已6次登上龙虎榜，显示出该股近期交投活跃度显著提升。从资金动向观 察，不同机构专用席位在买卖两端均呈现明显分歧，反映出市场参与者对该股短期走势存在不同判断。 ...

Market Overview - The Shanghai Composite Index rose by 0.17% to close at 3615.72 points, with a daily high of 3636.17 points [1] - The Shenzhen Component Index fell by 0.77% to close at 11203.03 points, reaching a high of 11307.62 points [1] - The ChiNext Index decreased by 1.62%, closing at 2367.68 points, with a peak of 2395.89 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 19784.07 billion yuan, with a financing balance of 19642.55 billion yuan and a securities lending balance of 141.52 billion yuan [2] - The margin trading balance increased by 21.0 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 10111.96 billion yuan, up by 3.91 billion yuan, while the Shenzhen market's balance was 9672.1 billion yuan, increasing by 17.08 billion yuan [2] Fund Issuance - Five new funds were launched yesterday, including: - Changxin CSI 300 Index Quantitative Enhancement C - Southern CSI General Aviation Theme ETF - Changxin CSI 300 Index Quantitative Enhancement A - Ping An CSI All-Index Free Cash Flow ETF Link A - Ping An CSI All-Index Free Cash Flow ETF Link C [4] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - Xinyi Sheng (300502.SZ) with 18.92 billion yuan - Northern Rare Earth (600111.SH) with 17.93 billion yuan - Dongfang Fortune (300059.SZ) with 16.97 billion yuan [3] Top Net Buying Stocks on the Dragon and Tiger List - The top ten net buying stocks on the Dragon and Tiger list included: - Yingweike (002837.SZ) with a net buying amount of 573.86 million yuan - Baogang Co. (600010.SH) with 373.76 million yuan - Tibet Tianlu (600326.SH) with 217.90 million yuan [6]

Overall Market Situation - Institutions appeared on the leaderboard for 32 stocks, with a net sell of over 62 million, indicating a cautious overall sentiment despite buying 18 stocks and selling 14 [3] - The stock with the highest net buying by institutions was Xizang Tianlu, which rose nearly 4% with a turnover rate of almost 40%, but overall funds saw a net outflow of 440 million, suggesting caution for retail investors [3][4] Key Stocks Analysis - Yingweike saw a limit-up with a turnover rate of just over 9%, where institutions net bought over 84 million, and deep stock connections bought 209 million, indicating strong support from multiple funding sources [3] - Dongxin Co. rose 17% with institutions net buying over 56 million, but overall funds had a net outflow of 478 million, suggesting profit-taking despite initial interest [4] - Beifang Changlong had a turnover rate of 50% with institutions net selling 114 million, indicating a potential over-speculation and a warning for retail investors [4] - Hengbao Co. had a turnover rate of 30% with institutions net selling 114 million, suggesting a withdrawal of large funds while retail investors were still buying [4] Fund Flow Insights - Weichai Heavy Industry experienced a volatility of nearly 20% with institutions net selling over 81 million, indicating a lack of confidence from large funds [5] - The deep stock connection bought over 200 million in Yingweike, aligning with institutional actions, while selling in Weichai Heavy Industry and Hengbao Co. indicated a consistent bearish sentiment [5] Institutional Buying Patterns - Historical data shows that stocks with institutional net buying have less than a 50% chance of rising the next day, and only a 39% chance of rising three days later, suggesting that retail investors should not rely solely on single-day buying signals [5][6] - Among the stocks bought by institutions, five released half-year forecasts, with Xiamen Xinda showing a net profit of -56 million, reflecting a low base for growth and caution against interpreting it as a positive signal [5] Conclusion - Retail investors should not only focus on "how much institutions bought" or "how much northbound sold," but also consider turnover rates, fund flows, and the consistency of actions between institutions and northbound funds [6] - The real opportunities lie in stocks with sustained funding interest and solid fundamentals, rather than reacting to short-term fluctuations [6]

近半年该股累计上榜龙虎榜18次，上榜次日股价平均涨2.20%，上榜后5日平均跌2.13%。（数据宝） 科力股份7月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 881.18 | 259.43 | | 买二 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 824.47 | 296.83 | | 买三 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 671.52 | 301.31 | | 买四 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 640.54 | 193.80 | | 买五 | 东方财富证券股份有限公司山南香曲东路证券营业部 | 607.93 | 314.74 | | 卖一 | 国盛证券有限责任公司佛山分公司 | 0.00 | 604.66 | | 卖二 | 国信证券股份有限公司深圳红岭中路证券营业部 | 212.54 | 590.90 | | 卖三 | 东莞证券股份有限 ...

Core Viewpoint - The trading activity of Jiyuan Group on July 30 shows significant participation from various brokerage firms, indicating potential market interest and volatility in the stock. Group 1: Buying Activity - The leading buyer was the Foshan Jihua Fifth Road branch of China Merchants Securities, purchasing 7.538 million yuan worth of shares [1] - Other notable buyers included the Panjin Xinglongtai Street branch of Xinda Securities with 6.7403 million yuan and the Lhasa Tuanjie Road First branch of Dongfang Caifu Securities with 5.6777 million yuan [1] - Goldman Sachs' Shanghai Pudong Century Avenue branch also made a significant purchase of 4.7472 million yuan, with a 45.45% probability of the stocks rising within three days after being listed [1] Group 2: Selling Activity - Selling activity was concentrated, with multiple branches of Dongfang Caifu Securities in Lhasa and the Second East Ring Road branch collectively selling over 22 million yuan, including a single-day sale of 7.5315 million yuan from the Lhasa Tuanjie Road First branch [1] - The Shanghai Xizang South Road branch of Dongwu Securities ranked fifth in selling, with a total of 4.3202 million yuan sold, showing a 36.00% probability of the stocks rising within three days after being listed [1] Group 3: Market Insights - The Lhasa branches of Dongfang Caifu Securities are often viewed as retail investor hubs, while Goldman Sachs' Shanghai Pudong branch frequently engages in trading popular stocks [1] - The historical performance of the buying and selling brokerage firms indicates a notable difference, with the buying side showing a higher short-term success rate in speculative trading [1]

建设工业今日下跌9.95%，全天换手率31.47%，成交额51.97亿元，振幅15.75%。龙虎榜数据显示，深股 通净卖出919.18万元，营业部席位合计净卖出8.51亿元。 深交所公开信息显示，当日该股因日振幅值达15.75%、日换手率达31.47%、日跌幅偏离值达-9.22%上 榜，深股通净卖出919.18万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交14.01亿元，其中，买入成交额为2.71亿 元，卖出成交额为11.31亿元，合计净卖出8.60亿元。 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第四大卖出营业部，买入金额为 6762.39万元，卖出金额为7681.57万元，合计净卖出919.18万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均涨4.77%，上榜后5日平均涨5.71%。 资金流向方面，今日该股主力资金净流出11.69亿元，其中，特大单净流出6.17亿元，大单资金净流出 5.52亿元。近5日主力资金净流出9.27亿元。 融资融券数据显示，该股最新（7月29日）两融余额为8.43亿元，其中，融资余额为8.42亿元，融券余额 为105.16万元。近5日融资余额 ...

C悍高今日上涨418.47%，全天换手率88.71%，成交额17.41亿元，振幅155.26%。龙虎榜数据显示，营 业部席位合计净买入1.02亿元。 深交所公开信息显示，当日该股因无价格涨跌幅限制上榜，营业部席位合计净买入1.02亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.89亿元，其中，买入成交额为1.46亿 元，卖出成交额为4356.51万元，合计净买入1.02亿元。 具体来看，今日上榜营业部中，第一大买入营业部为华泰证券股份有限公司深圳益田路荣超商务中心证 券营业部，买入金额为2770.63万元，第一大卖出营业部为东方财富证券股份有限公司拉萨团结路第二 证券营业部，卖出金额为952.94万元。 C悍高7月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 华泰证券股份有限公司深圳益田路荣超商务中心证券营 业部 | 2770.63 | 39.21 | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 2636.76 | 950 ...

当天机构净买入前三的股票分别是景旺电子、德科立、北方长龙，净买入金额分别是2.5亿元、1.38亿 元、1.16亿元。 | 祥鑫科技 | 10.01% | -1011.37 | | --- | --- | --- | | 科净源 | 20.02% | -1023.01 | | 拓山重工 | 4.40% | -1099.08 | | 中化国际 | 10.10% | -1997.67 | | 方邦股份 | 20.00% | -2460.92 | | 恒宝股份 | 4.63% | -5590.73 | | 和泰机电 | -2.12% | -5658.30 | | 爱婴室 | 2.62% | -8813.31 | | 博云新材 | -6.15% | -2131.81 | | 上海电影 | -7.05% | -2581.69 | | 昭衍新药 | 9.94% | -2830.30 | 当天机构净卖出前三的股票分别是昭衍新药、上海电影、博云新材，净流出金额分别是2830万元、2582 万元、2132万元。 当天机构净买入前三的股票分别是景旺电子、德科立、北方长龙，净买入金额分别是2.5亿元、1.38亿 元、1.16亿元。 ...